Beacon Financial Group logo

Beacon Financial Group Employee Directory

Financial ServicesNew Jersey, United States11-50 Employees

Beacon Financial Group is a financial services firm that provides planning and advisory services to individuals and business owners, guiding clients through a structured process of identifying goals, assembling a plan, taking action, and ongoing management. Based in Warren, New Jersey, the firm emphasizes adapting clients’ plans as life circumstances change to keep wealth strategies aligned with their objectives. With more than two decades of experience, Beacon Financial Group positions itself as a knowledgeable partner for a range of clients—from those starting their careers to those nearing retirement—offering professional asset management and guidance through the transitions that accompany different life stages. The company operates within the broader financial services industry and works with clients through a framework in which securities and advisory services are provided by an affiliated registered investment advisor.

Find Beacon Financial Group employees' phone numbers or email addresses

Beacon Financial Group Global Highlights

Location
Employees

North America
77

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  • United States Of America
    77

Oceania
2

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  • Australia
    2

Beacon Financial Group's Leadership

  • Chief Development Officer at Beacon Financial Group
    N. E.
    Chief Development Officer
  • Head Of Finance at Beacon Financial Group
    L. W.
    Head Of Finance
  • Senior Partner at Beacon Financial Group
    C. K.
    Senior Partner
  • Planning & Portfolio Manager at Beacon Financial Group
    S. J. C. C.
    Planning & Portfolio Manager
  • Financial Advisor at Beacon Financial Group
    B. L.
    Financial Advisor
  • Project Co-Ordinator at Beacon Financial Group
    L. G.
    Project Co-Ordinator
  • Insurance Agent at Beacon Financial Group
    D. M.
    Insurance Agent
  • Arts Et Mtiers Paristech at Beacon Financial Group
    E. R.
    Arts Et Mtiers Paristech

Beacon Financial Group Employee Metrics

100%
50%
0%
2026
2025
  • Banking
  • Business
  • Other
  • Community & Social Services
  • Finance
  • Accounting
  • Consultant

Contact profiles from Beacon Financial Group

Name
Title
Contact
Location
Last Update
  • Senior Partner at Beacon Financial Group
    C. K.
    Senior Partner
    Sep 11, 2026
  • Chief Development Officer at Beacon Financial Group
    N. E.
    Chief Development Officer
    Oct 21, 2024
  • Head Of Finance at Beacon Financial Group
    L. W.
    Head Of Finance
    Australia, New South Wales
    Sep 01, 2026
  • Planning & Portfolio Manager at Beacon Financial Group
    S. J. C. C.
    Planning & Portfolio Manager
    Oct 22, 2024
  • Financial Advisor at Beacon Financial Group
    B. L.
    Financial Advisor
    Jun 26, 2026
  • Project Co-Ordinator at Beacon Financial Group
    L. G.
    Project Co-Ordinator
    Sep 08, 2026
  • Insurance Agent at Beacon Financial Group
    D. M.
    Insurance Agent
    Oct 17, 2024
  • Arts Et Mtiers Paristech at Beacon Financial Group
    E. R.
    Arts Et Mtiers Paristech
    Oct 22, 2024
  • Realtor at Beacon Financial Group
    J. H.
    Realtor
    Oct 16, 2024
  • Agent at Beacon Financial Group
    N. B.
    Agent
    Oct 17, 2024

Frequently Asked Questions

What is Beacon Financial Group known for?

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Beacon Financial Group was founded in 1996 and operates in the Financial Services industry. You can contact Beacon Financial Group's main corporate office by phone at . Explore Beacon Financial Group's company overview page for more information.

What is Beacon Financial Group's most common email format?

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Beacon Financial Group employees' email format typically follows the pattern of First@beacon-financial.net. Trying to find reliable and up-to-date employee contact data? Find more Beacon Financial Group email formats with LeadIQ.

How many employees does Beacon Financial Group have currently?

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Beacon Financial Group has approximately 37 employees as of August 2026. These team members are located across 2 continents, including North America and Oceania.

Who are Beacon Financial Group's key employees and leadership?

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As of August 2026, Beacon Financial Group's key employees include:

  • Chief Development Officer: N. E.
  • Head Of Finance: L. W.
  • Senior Partner: C. K.
  • Planning & Portfolio Manager: S. J. C. C.
  • Financial Advisor: B. L.

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